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Best financial advisors in New Knoxville, OH

Registered advisers within 25 miles of New Knoxville, OH.

Offices
116
Firms
36
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,056,400 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
W&S BROKERAGE SERVICES, INC.
GRADIENT ADVISORS, LLC
SPC
J.P. MORGAN SECURITIES LLC

Investors

Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
Jason Christman
KEVIN JOSEPH MEIRING
CRAIG ALAN DREES
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
BRIAN ROBERT STEPHAN
James Hiles
TUAN Minh PHAM
MARK ANDREW NAGY
TOMMIE ELWOOD LEININGER
ALAN ELMER WOLTERS
Janell Marie Kuck
AMANDA M HOMAN
Douglas M Bertke
Clasena Danielle Sielschott
Tiffany Alexandra Long
Molly Maureen Shreffler
Richard C. Denning
Christopher P Mohler
Amy Marie Wicker
Eric Wendell Mohler
LaTrisha Reed
Steven E Lewis
Marlene Elizabeth Gagel
Matt Joseph Muhlenkamp
Todd Jeffrey Belden
ASHLEY REINE HIMES

Within 25 miles of New Knoxville, OH, Best Investors lists 36 registered investment advisory firms with 116 offices nearby, managing about $4.87T in combined regulatory AUM across 1,056,400 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Knoxville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM